Experience the power of diversification and market-linked portfolio creation that outperforms other asset classes
Expert Fund Managers
Liquidity & Tax efficiency
Wide range of products
Safety & transparency
Empirical evidence suggests equities have outperformed other asset classes such as fixed deposit, gold, PPF, bonds, ULIP and real estate in the long term.
Mutual Fund is the best investment vehicle to own equity as it has consistently generated high return on investment through diversification.
Hi, I am your trusted friend and financial co-pilot. Come let's make investment delightful!
Simple & Jargon-free advisory
Follow Portfolio approach
Constant monitoring & re-balancing
Regular Hypothesis testing
Metta Money works on the philosophy that "Same Size Does Not Fit For All". Every client is unique and therefore we use both "risk assessment" based on need/ability framework and his/her "experience and investment style" to create client's unique profile. Based on the risk profiling logic, we segment the clients into different risk buckets.
Our Robo-advisor also uses fund ranking and recommendation logics, developed by our expert panel having an average experience of over 13 years in the financial market. Depending on the market outlook, we endeavor to create the base portfolio mix and adjust it to take into account his/her risk and preferences to arrive at unique portfolio for our clients.
Every year, you visit the doctor for your health check-up to ensure you remain in good health. Do you take similar care of your financial well-being? We are here to quickly tell you where you stand with your finances
Through this exercise, we will look for answers of the following questions
Are you saving enough?
Are you prepared for the rainy days?
Are your savings going into optimal investment products?
Have you prioritized your goal? Is it SMART (Specific, Measurable, Achievable, Realistic and Time bound)?
Are you planning to invest in mutual funds? Well, you can invest in mutual funds only if you are Know Your Customer (KYC) compliant. KYC is mandatory, regulatory and legal requirement for Mutual Funds investment.
We have partnered with one of the AMC to assist you in online KYC (eKYC) registration free of cost. Your eKYC registration process is without any strings attached and does not require you to buy any scheme of our partnering AMC for this service
Hence, KYC registration is a first step towards securing your financial future and is required to avail our services